+135.9%
WMT vs VNQ
+7.0%
+128.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.1% |
| 7D | 0.0% | -1.3% | +1.3% | +0.5% |
| 30D | -7.4% | -2.6% | -4.8% | -6.5% |
| 3M | -10.9% | -2.0% | -8.8% | -10.2% |
| 6M | -12.7% | +4.3% | -17.0% | -14.1% |
| YTD | -3.2% | +9.2% | -12.4% | -6.3% |
| 1Y | +5.3% | +5.6% | -0.3% | +3.1% |
| 3Y | +101.9% | +30.8% | +71.0% | +83.4% |
| All | +135.9% | +7.0% | +128.9% | +128.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VNQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling